अर्थ Artha · economy Strat · strategy

The bridge between the boardroom
and the ministry.

Translating global geopolitics into commercial decisions for Indian firms and policy decisions for the Indian government — on the road to a developed India by 2047.

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INDICES
STRATEGIC-MATERIALS EXPOSURE  64.2  FRIEND-SHORING MOVEMENT  31.8  SECTORAL RISK · SEMICONDUCTORS  72.5 EXPORT-CONTROL PRESSURE  58.1  INDIA OUTBOUND CAPACITY  47.9  DIGITAL-SOVEREIGNTY STACK  81.0
The Broken Circuit — Closed

No institution works both sides of the geopolitics problem.

Policy think tanks serve the state but miss the firm's Monday-morning decision. Consultancies advise firms privately but carry no voice into government. We close the circuit.

Indian Enterprise
FIRMS · INVESTORS · FOUNDERS
ARTHASTRAT
Indian State
MINISTRIES · REGULATORS · DIPLOMATS
The Landscape

Semiconductors, AI, biotechnology, quantum, critical minerals

$0
Semiconductors by 2030
The chip market is racing past $1 trillion — fuelled by AI infrastructure and the EV revolution
0
China's Cobalt Refining
One country controls the refining of minerals that power every battery and defence system
0
Quantum CAGR to 2030
The fastest-growing deep tech — whoever masters it rewrites cryptography, drug discovery, and materials science
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Copper Supply Shortfall
IEA projects a 30% gap by 2035 — the metal that electrification runs on is running short
अर्थ

A developed India by 2047

A global powerhouse whose firms compete at the frontier of technology, whose government commands the instruments of geoeconomic statecraft, and whose rise sets the terms of the emerging global technology order — rather than adapting to terms set elsewhere.

What We Do

Three functions, one circuit

Every piece of our work closes the broken circuit — translating geopolitics into action for both sides of the bridge.

Where We Focus

The technologies of leverage

The forces that will determine geopolitical and economic power on the road to 2047.

Central Pillar

Deep technology & strategic materials

Semiconductors, rare earths, AI infrastructure, quantum computing, advanced nuclear, space, and next-generation mobility.

CHIPS RARE EARTH AI QUANTUM
II

Supply chains & friend-shoring

Where supply chains are actually moving — and what converts global interest into durable Indian capacity.

PLI CORRIDORS FDI
III

Technology controls & regulatory geopolitics

Export controls, AI governance, quantum restrictions, investment screening, and standards bodies.

EXPORT CTRL AI GOV
IV

Capital & sanctions geography

How global capital fragmentation changes who can fund Indian growth, and on what terms.

SANCTIONS CAPITAL FLOWS
V

Digital sovereignty & strategic infrastructure

India's stack in payments, identity, compute, telecom, and space — as build-out, export, and statecraft.

UPI AADHAAR ISRO
VI

India outbound

How Indian firms go global in a fragmented world — and how economic policy clears the path.

M&A GLOBAL OPS TRADE
Our USP

People who have sat in both rooms

Translating between a boardroom and a ministry requires people who have operated in both. Our founding team spans six domains:

Entrepreneurship Government Academia Technology Diplomacy Industry
No single-discipline institution can run the bridge we are building. That combination is the institution's core asset — and the reason both sides of the bridge can trust our reading of the terrain.

Open knowledge

All publications, indices, and datasets released under Creative Commons — built to be cited, reused, and absorbed into government notes and board decks.

Independence

We do not lobby for any firm, and we do not function as an arm of the state. Our value depends on our independence from both sides of the bridge.

Public goods

Standing indices maintained as national reference numbers — strategic-materials exposure, friend-shoring movement, sectoral risk — that no consultancy would build.

The Horizon

The road to 2047

Near Term
When a major export control, materials chokepoint, or trade shock lands, the first orientation call an Indian CEO makes is to us — and so is one of the first calls from the relevant ministry.
Medium Term
Our indices become the cited reference numbers on both sides of the bridge. Our annual convening becomes the room where India's technology-geopolitics conversation happens.
2047
The analytical vocabulary, the firm–state circuit, and the strategic clarity we build become part of the institutional machinery that carries India to developed-nation status.

The bridge is being built.

We are assembling the founding circle — researchers, operators, advisors, and backers. If this is your question too, we'd like to hear from you.